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Copper Super Contributor
Posts: 22
Registered: ‎09-14-2011

SalesOrderSnapShot - Using to send Quote to customer - needs customising

Hi

 

I was wondering if any one could tell me how to change the code,so that I can make the layout nicer so we can use the SalesOrderSnapShot as a quote to email out to our customers.

 

I really need to be able to add HTML formatting.

 

Any ideas would be appreciated.

 

Thank you


Sarah

Bronze Super Contributor
Posts: 129
Registered: ‎06-09-2009

Re: SalesOrderSnapShot - Using to send Quote to customer - needs customising

Do you need help on how to get to it?

The SalesOrderSnapShot can be found under Support Files / Smart Parts / Sales Order

You would need to edit the ascx and the ascx.cs (code behind file) to implement your changes.

 

 

Raul A. Chavez
http://raul.chavez.com
http://www.crmbi.com
Copper Super Contributor
Posts: 22
Registered: ‎09-14-2011

Re: SalesOrderSnapShot - Using to send Quote to customer - needs customising

No it's the actual coding and weather it's feasible, an example would be good.

Thanks

Sarah
Employee
Posts: 535
Registered: ‎03-30-2009

Re: SalesOrderSnapShot - Using to send Quote to customer - needs customising

Suggest lifting the code from the location that Raul mentioned.

 

Maybe create an Opportunity business rule method that returns a string, where the string will be the SnapShot HTML (or your equivalant without various hyperlinks, etc.).

 

 

Todd Hardin
SalesLogix Professional Services Group